-22.7%
USAR vs SUI
+17.8%
-40.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.9% | -8.7% | -9.6% |
| 7D | -9.1% | +3.4% | -12.5% | -9.0% |
| 30D | -36.9% | +4.6% | -41.5% | -37.0% |
| 3M | -58.4% | +1.6% | -60.0% | -58.4% |
| 6M | -70.6% | -3.5% | -67.2% | -70.6% |
| YTD | -33.4% | -1.0% | -32.4% | -33.5% |
| 1Y | -54.0% | -1.7% | -52.3% | -54.0% |
| 3Y | -22.7% | +18.4% | -41.0% | -22.5% |
| All | -22.7% | +17.8% | -40.4% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling